世界(5347)今日有11家券商發布績效評等報告,多數券商偏向看多,其中有7家評等為買進、4家評等為中立,目標價區間為80~110元。
預估 2023年度營收約323.81億~436.22億元間、EPS落在3.29~4.94元間。
值得注意的是,高盛證券評等由中立轉向看多,認為:『While we lower our 2023-25E estimates given a slower and weaker end demand recovery in 2H23, our forecasts are still higher than consensus by 10-30% (see Exhibit 6). Furthermore, Vanguard is trading at an attractive valuation of 10.8x FY24E, which is at its trough valuation. We raise our target P/E multiple to 13x (-1stdv below 5 year avg.) in light of the end of the downcycle, from 11x (trough valuation) and raise our TP to NT$106 from NT$98. With c.20% upside from current share price (vs. coverage avg +5%), we upgrade the stock to Buy from Neutral.』。
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